Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History

Apella Capital, LLC

$1.97 Billion
Q1 2024

A detailed history of Apella Capital, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Apella Capital, LLC holds 20,350 shares of DFAR stock, worth $450,345. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,350

Holding current value

$450,345

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 10, 2024	BUY	$21.28 - $22.96 $433,048 - $467,236	20,350 New	20,350 $455,000

Others Institutions Holding DFAR

# of Institutions

197

Shares Held

29.7M

Call Options Held

Put Options Held

Vista Wealth Management Group, LLC

1.99M
Shares

$44.1 Million
3.51% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.81M
Shares

$40.1 Million
4.06% of portfolio
High Tower Advisors, LLC Chicago, IL

1.81M
Shares

$40 Million
0.07% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.74M
Shares

$38.6 Million
9.47% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$29.4 Million
2.99% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Apella Capital, LLC Dimensional ETF Tr Dimensional Transaction History